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Turbo tax not helpful with inherited mutual funds due to death of a parent
Turbo tax should include a line of questioning including "did you inherit investments from a deceased parent in 20XX ?" the program should provide instructions on how to account for 1099-R entries. I had to read thru IRS instructions to finally determine how to properly capture the correct category to report 1099-R entries.
‎April 16, 2022
7:56 AM